-
Financial Services Press Release: Silverline and Tier1 Financial Solutions Announce Partnership
Silverline, a Salesforce Platinum Partner headquartered in New York City, and Tier1 Financial Solutions (“Tier1”) a Salesforce ISV partner and a leading global relationship management technology provider for capital markets and banking, announced a new partnership to provide CRM strategy and...
-
Financial Services Webinar Recap: How MuleSoft Connects Banks & Loan/Customer Origination
Last week, Silverline hosted Sean Murray, Regional Vice President, East at MuleSoft in conversations about integration in digital transformation as a part of our WFH series. Joined by Silverliners Gean Martinez, Jill Harrison, and myself — the group focused on the importance of keeping people (both...
-
Banking What You Need to Know About the Main Street Lending Program
In early April, the Federal Reserve announced that it is working to establish a Main Street Lending Program (MSLP) to support lending to small and medium-sized businesses that were in sound financial condition before the onset of the COVID-19 pandemic. Similar to the Paycheck Protection Program...
-
Financial Services Webinar Recap: How to Improve Customer Acquisition & Onboarding
Reducing the costs of customer acquisition and proving the ROI of marketing efforts are two of the most commonly cited marketing priorities among companies. But how do you drive one-on-one engagement while having the ability to pivot and address changing (and growing) digital needs? Silverline...
-
Financial Services Improving Your Salesforce Security & Compliance in the COVID-19 Era
We have been hard at work over the last six weeks helping our clients make the transition to remote work — and sharing all the ways we’ve built our company culture to empower remote operations. So many of our financial institutions have experienced mandatory shelter-in-place orders, branch...
-
Financial Services Lake City Bank Gains a Solution at Scale with FSC and nCino
Based in Indiana, Lake City Bank operates 50 branches and manages almost $5B in assets. As their business grew, they also outgrew the capabilities of their legacy operating system and used up every possible user-defined field available in their sales management solution. They had essentially maxed...
-
Banking Customer Support in a Time of Crisis: Banking and Lending Solutions for SBA PPP
On Friday, April 4th, the Small Business Administration (SBA) opened up the $349B program that opens emergency loans from the government to small businesses across the country looking to participate in the Paycheck Protection Program (PPP). Bank of America started accepting applications in the...
-
Investment Banking Working from Home During a Pandemic: How Adviser Investments Maintains Business as Usual
Founded in 1994, Adviser Investments is an independent money management firm dedicated to serving individuals, trusts, institutions and foundations. It specializes in mutual funds, exchange-traded funds and undiscovered managers. It also offers individual bond strategies for high-net-worth...
-
Insurance Insurance Industry Trends to Watch in the New Decade
The insurance industry is entering a major transformation stage as a slew of key trends converge on the industry. From shifts in customer behavior to AI-driven data collection, insurance as consumers know it today will soon be replaced with experience-driven, technology-powered solutions. Current...
-
Financial Services Emerging Covid-19 Trends and Solutions for Banking & Lending
Many financial institutions have prided themselves on being local and interacting face-to-face with their customers. Whether it’s a global issue like COVID-19 or a local emergency, financial institutions must have a reliable and scalable crisis communication plan and engagement channels in place...
-
Investment Banking What It Means to Be a Data-Driven Bank… and How to Get There
Banks and other financial institutions continue making waves with digital transformations, but it’s important to keep people (both employees and consumers) at the forefront of changes with meaningful processes and technology. According to Andrew Beatty, SVP and GM of Next Generation Banking at FIS:...
-
Financial Services How Financial Institutions Can Best Support Customers in the Coronavirus Reality
As someone who travels frequently to meet clients and partners, I have been acutely aware of the impact Coronavirus is having on customer service center wait times. CNN recently reported that travel booking sites have been overwhelmed by call volume, and my airline app has a banner asking travelers...
Back to The Mphasis Silverline Blog